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Tag: valuation

Anixter Probably Deserves A Better Valuation

2015-12-22 15:21:23| Paper - Topix.net

The selloff in Anixter appears overdone; even if management doesn't get all the way to its targets over the next few years, the business should still improve. Leverage is a bit higher than I'd like, but the company has a cushion due to somewhat countercyclical free cash flow .

Tags: valuation deserves anixter

 

Comparative Valuation Of 15 Yieldcos

2015-12-16 21:49:09| Paper - Topix.net

Compared to the peak of the Yieldco bubble in May, many Yieldcos have dropped by more than half, and most by more than a third. Some of this decline is because rapid dividend growth depends on an endless supply of cheap investor capital - which is another way of saying that we can have rapid dividend growth or high dividend yields, but not both.

Tags: comparative valuation

 
 

Annaly Capital's BV, Dividend, And Valuation Compared To 19 mREIT...

2015-11-17 11:54:34| Real Estate - Topix.net

Part 1 of this article compares NLY's recent leverage, quarterly and trailing twelve-month change in BV, quarterly economic loss, and current valuation to nineteen mREIT peers. Part 1 also performs a detailed analysis of the company's MBS and derivatives portfolios as of 9/30/2015.

Tags: to compared valuation dividend

 

Buy Mattel For The 6.24% Dividend And Low Valuation

2015-11-11 21:24:41| Toys - Topix.net

Consumer discretionary companies are enjoying a nice tailwind due to low gas prices and continuously improving job market leading to more spending. Mattel has had a rough year with the stock losing almost half of its value since January, 2014.

Tags: buy low valuation dividend

 

Skyworks: Strong Guidance, Cheap Valuation

2015-11-07 15:12:27| Electronics - Topix.net

Strong 1Q and Mid-Term Guidance Skyworks Solutions posted another strong quarter and issued strong guidance Thursday after the close. Skyworks guided for mid-teens revenue growth over the mid term .

Tags: strong cheap guidance valuation

 

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